When Wealth ≠ Wellness :

Strategic Design Team Orchestration in Financial Services

7 years in FinTech leadership

As Head of Enterprise Design, I oversee two organizational teams across five verticals from B2B Institutional to B2C SMA and Wealth Management. I’ve worked in both enterprise marketing teams with weekly deployments and product/tools with quarterly deployments.

  • Delivered on product vision with 97% subscription and customer satisfaction benchmarks on AI tools for wealth insights.

    • Setup, manage change management in Worfront and Confluence for design, research, content, and testing on bi-weekly deployments.

    • Managed 52 deployments in 12 months with journey management from marketing, products, systems, and engineering.

    • AI Strategy leadership coaching teams on 4 AI-supported process automations, code design delivery, and prompt engineering training.

    • Cross-functional ~15-21% continuous improvements in the delivery process between 5 B.U. alignments, agile prioritizations.

    • Developed team upskilling on 8 growth paths and AI professional development for rapid innovation on business goals.

    • Owned daily stand-ups to increase customer engagement ~32–63% over B.U. roadmaps and segmentation engagement.

    Successful global stakeholder alignments and collaboration with federated, agile development and engineering teams.

Prudential

Wisely by ADP

TIAA

Vanguard

Blackrock

Nuveen

Prudential Wisely by ADP TIAA Vanguard Blackrock Nuveen

Brands Served

TIAA Nuveen Facts

U.S. retirement market

Share of adults without retirement savings in the United States as of January 2020, by age group

% without retirement

Share of U.S. Adults without retirement Saving

Prudential / PGIM market size (former client @ Accenture)

Vanguard market size (former client @ Digitas)

Financial Case Studies:

(Wisely ADP, Blackrock, Prudential, Vanguard case at request)

Request past NDA case studies

Request Fintech case studies from past client work including Accenture, Sapient Publicis, and more.